You can configure the Asset Categories and their attributes using the Form Builder Custom Forms.
To configure Asset Category, perform the following steps:
Select Admin > Infrastructure > Form Builder.
On the Form Builder page, select Asset Management from the Module list. Click Add New on the right-side panel.
Under the Form Details tab, fill in the required details. For more information about the fields on the Form Details tab, see Field Description below.
Click Next.
Figure: FORM BUILDER page: FORM DETAILS tabUnder the FORM BUILDER tab you can configure the attributes for the Asset Category. From the left-hand side panel, select the type of field that you want to add, drag and drop it in the central section of the page. Based on the field type selected, the properties are displayed under the PROPERTIES section. Click the Plus icon to make a copy of the Custom Attribute and click the Delete icon to remove the Custom Attribute. Fill in the required property details. For more information about the various types of fields and their properties, see Field Description. You can also change the sequence of the field by dragging it up and down.
Click the Save as template button to save the form as template.
If a Group is selected, Save group as template button is displayed. Click the Save group as template button to save the Group as template.
6. Click NEXT.
Figure: FORM BUILDER page: FORM BUILDER tab
Under the PREVIEW tab you can view the attributes that you configured for the Asset Category.
Click SAVE. The Asset Category and its attributes are configured. Similarly, you can add custom tabs and custom attributes for Contract Management by selecting Contract Management in the Module field under the FORM DETAILS tab.
Figure: FORM BUILDER page: PREVIEW tab
Field Description
FORM DETAILS tab
The following table describes the fields under the FORM DETAILS tab of the FORM BUILDER page:
Field | Description |
Module | The module Asset Management is selected in the Module list. |
Department | Select a Tenant from the list. |
Category Name | Type in the Asset Category name. |
Category Short Code | Type in the Asset Category short code. Note: The field is auto populated based on the category name. |
Asset Code | Select an Asset code. Click the Asset Code icon, on the ASSET CODE CONFIGURATION pop-up page, select the check box for the attributes you want to configure as Asset code, click PREVIEW, and then click SAVE. |
No. of Digits in Asset Code | Type in the No. of Digits in Running number of Asset Code. |
Separator Required in Asset Code | If selected, Asset Code will contain separator (Example: ABC/XYZ/000001) |
Category Type | Select the Category type from the list. |
Asset Type | Select the Asset type from the list. |
Asset Tracking Type | Select the Asset tracking type from the list. |
Description | Type in the description for the custom attribute. |
Category Image | Upload an image for the Category |
Active | Indicates the status of the custom attribute.
|
Asset Code Revision | If selected, the Asset code is updated when the Asset is moved from one location to another. |
FORM BUILDER tab
The following table describes the field types and their properties on the FORM BUILDER page under the FORM BUILDER tab:
Field | Properties |
Group | Click Group to create a group under the tab. Use this to group related fields. Type in the required values for the following properties:
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Text/ Text Area | Click Text to create a text box field. Click Text Area to create a text box field that allows more characters compared to text box field. For example, for User Name, use Text and for User Comments, use Text Area. Text and Text Area have the following fields:
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Check Box | Click Check Box to create a check box field. Type in the required values for the following properties:
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Dropdown | Click Drop-down to create a drop-down field. Use this field to add an attribute for which the user needs to select from multiple available options. Type in the required values for the following properties:
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Date | Click Date to add a date field. Type in the required values for the following properties:
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Number | Click Number to add a number field. For example, Maximum Approvals Required. Type in the required values for the following properties:
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Click Email to add a field for entering e-mail ids. Type in the required values for the following properties:
| |
File | Click File to add a field where files can be added. Type in the required values for the following properties:
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Price | Click Price to add a field where prices can be added. For example, Project Cost. Type in the required values for the following properties:
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Website | Click Website to add a field where website URLs can be added. Type in the required values for the following properties:
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Search | Click Website to add a field where website URLs can be added. Type in the required values for the following properties:
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Label | Click Label to add a field to label field. Type in the required values for the following properties:
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Formula | Click Formula to add a field where a formula can be provided. For example, Average Cost. Type in the required values for the following properties:
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Hyperlink | This control is displayed when Asset type is selected as Fixed Asset. Click Link Type to add a field where hyperlink URLs can be added for reference purpose. Type in the required values for the following properties:
Note:
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Group Templates | The Group Templates section displays the Groups saved using the Save group as template button. |
Form Templates | The Form Templates section displays the Forms saved using Save as template button. |
User | Click User to add a field for searching files and attaching them. Type in the required values for the following properties:
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MV Dropdown | Click MV Drop-down to create a drop-down field. Use this field to add an attribute for which the user needs to select from multiple available options. Type in the required values for the following properties:
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Autofill | This control dynamically retrieves and populates the values from the selected data source. It helps reduce manual input and ensures consistent data selection when creating or updating assets.
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Actions
This section explains all the icons displayed on the ACTIONS panel of the FORM BUILDER page.
ADD VALIDATION RULES FOR SAVED CONTROLS
Click ADD VALIDATION RULES FOR SAVED CONTROLS icon to create Rules to validate controls. You can configure conditions to validate and take actions on the Custom Attributes. On the pop-up page, click to configure Rules and Actions.
You can specify the Rules and Actions, and click SAVE to validate the Rules. The fields on the VALIDATE CONTROLS page are described in the following table:
Fields | Description |
RULES tab | |
AND | Click the AND tab to add the Rule using the AND operand for the selected Custom Attributes. To add Rules: Select the Custom Attribute for which you want to configure the Rule from the list. Choose the operator from the list. Type in the value you want to equate with the Rule. |
OR | Click the OR tab to add the Rule using the OR operand for the selected Custom Attributes. To add Rules: Select the Custom Attribute for which you want to configure the Rule from the list. Choose the operator from the list. Type in the value you want to equate with the Rule. |
Add Rule | Click Add Rule to add another row of Rule. |
Add Block | Click Add Block to add another block of Rule configuration. |
Delete Block | Click Delete Block to delete the additional row of Rule configuration. |
Delete | Click Delete to delete the configured Rule. |
Next | Click Next to move to the next tab. |
Save | Click Save to save the configured details. |
| Click to view the list of configured rules. |
ACTION tab | |
Script Type | Select the Script Type in the drop-down list. Following are the available Script Types:
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Action | Select the Action Type in the drop-down list. Following are the available Action Types:
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Target Attribute | Specify the target attribute on which the selected Action has to be performed. |
Event Type | Select the Event Type in the drop-down list. Following are the available options:
|
Add | Click Add to add the configured action to the script. |
Preview | You can view the preview of the script in this text box. |
SHOW LIST
Click SHOW LIST to display the Asset Types. Click an Asset Type (see: Asset Types). The list of Asset Categories configured under the selected Asset Type is displayed.
Figure: FORM BUILDER page: List of Asset categories
To modify an Asset Category, click the configured Category Name. Make appropriate changes and click SUBMIT.
To download details of a Category in Microsoft Excel, click the Download icon.
To display the inactive Categories, click the Include Inactive check box.
Note
When the Asset Categories are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Asset Category.